Portals: Offer Payment Schedules to Your Consumers

Account accepts Card and/or Check payments
Your Security Group allows Schedule/Portal configuration
Schedule Service activated (contact your admin if you are missing the "New Schedule" option in the app's primary navigation)

Go Configure > Portals
Add new or edit existing portal
Under Settings, check Schedule Options:
- ☑️ Pay in Full Today (required)
- ☑️ Make 4 equal payments
- ☑️ Make payments of a minimum amount
Set Schedule Allowed Start Days (0-31 days future)
Save

Navigate to Configure > Schedules > Settings
- Set the Minimum Payment Amount. This determines the smallest allowable amount for individual payments in schedules. This setting takes precedence over the maximum terms table.
- Fields tab: Set Default Interval for schedules (usually Monthly; also available: Bi-monthly, Bi-weekly, Weekly, Daily). Portals use this to calculate timing for customer-created payment schedules.
- Save
Configure > Schedules > Maximum Terms Table
- Click New Maximum Term Range
- Enter the amount range + max months and use the sample to preview a sample outcome.
- Click Submit to save the payment range

Navigate to Configure > Notifications
Edit Schedule Created event, and/or the other schedule notification options.
Add emails (up to 10)
Click Submit to Save

Note: In Configure > Portals, the setting for the portal's Allow Event Notifications must be Yes.

Customer gets Flow payment request → Enters amount → Sees qualified options. Options auto-adjust by amount and may include:

They select a payment schedule, accept terms, and get a receipt.

To view all the schedules in your app, navigate to Reporting > Schedules.

To see every schedule, select all statuses before clicking Submit.

When you need to look for schedules in other ways, you can filter by many other options as well.

Filter	Options
Schedule Status	Active, Complete, Billing Requested, Consent Sent, Consent Failed, Draft, Inactive, Initial Payment Failed
Payer Data	Account Number, Billing Last 4, First Name, or Last Name
Payment Type	Card, Check, Both
Origin	REM: Recurring In-house Employee RWE: Recurring Online Payment Center EXT: External Web Service
Date Range	Create Date (Start, End) Last Modified Date (Start, End)
Employee	Created by Modified by
Company Hierarchy	Group Location
Account Directive	Card Merchant Account Check Method of Payment
Date Range	Create Date (Start, End) Last Modified Date (Start, End)

Email our Customer Success team at support@pdcflow.com.

Enable customers to create their own payment plans (like 4 equal payments) directly on your PDCflow portals.